How to edit or update a report
You can update or edit a refinance or purchase report the same way.
From the Report
- Click Update & Sync Rates
- Click Edit Loan Details
- Edit the loan details in yellow
- Click Save as New
- Click Edit Loan Options
- Edit any field
- Click Update Report
The report is now updated with the new edits.
To save the updated report
- Click on customer icon or report icon.